AUREUS ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2005

Total AUM

$8.4B

Discretionary

$2.2B

26% of AUM

Avg account

$8.8M

Accounts

954

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 136674
Registered since: October 3, 2005
Website: aureus-asset.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations73.86%
HNWI25.33%
Individuals0.43%
Pension & Profit Sharing Plans0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aureus Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm operates as a capital allocator for both individual/family and institutional clients, charging a mix of asset-based fees and fixed fees. Its advisory scope includes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for institutions and businesses, and the selection of third-party advisers. The firm is not positioned as an ESG investor and does not report being a multi-state adviser. As part of its platform, Aureus runs sponsored private funds while also allocating client capital to external alternative managers and traditional public funds, indicating a multi-vehicle approach to portfolio construction.